Universal Banker - North Atlanta Area

Truist Financial
Atlanta
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal skills","Communication","Multi-tasking"]

Provide timely, accurate processing of client transactions while delivering a high-quality customer experience. Educate clients on digital self-service solutions like ATMs, Online and Mobile banking, and support outbound calling and Integrated Relationship Management (IRM). Cross-trained to assist branch sales and service activities, handle secondary contact duties for new account openings, and resolve client problems while adhering to internal controls, risk management, and compliance procedures.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - North Atlanta Area

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Provide timely, accurate processing of client transactions while delivering a high-quality customer experience. Educate clients on digital self-service solutions like ATMs, Online and Mobile banking, and support outbound calling and Integrated Relationship Management (IRM). Cross-trained to assist branch sales and service activities, handle secondary contact duties for new account openings, and resolve client problems while adhering to internal controls, risk management, and compliance procedures.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide a consistent, client-focused service experience while completing complex and standardized transactions and maintaining accurate records of assigned monies.
  • •Educate clients on digital self-service solutions including ATMs, Online, and Mobile banking to improve their service experience.
  • •Support the team sales process by participating in outbound client outreach, checking for client offers, and identifying needs or opportunities through referrals.
  • •Apply Integrated Relationship Management (IRM) principles to deliver Truist expertise and solutions aligned to clients’ unique needs.
  • •Adhere to internal controls, operational procedures, and risk management policies; participate in retail community leadership routines and ongoing training to expand product and individual knowledge.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysPensionRsus

Key Requirements

  • •High school diploma (or equivalent).
  • •Two years of teller or cash handling or client service experience.
  • •Six months of client relationship building or sales experience.
  • •Excellent interpersonal and communication skills with a desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills and demonstrate proficiency in basic computer applications (e.g., Microsoft Office).
Education:High School
Skills:Interpersonal skillsCommunicationMulti-tasking
Languages:English
Tech Stack:PC keyboardMicrosoft OfficeATMsOnline bankingMobile bankingPC software

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn